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Wmgna

Headquartered in FARMINGTON, CT

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Firm Information

Wmgna is an investment advisory firm located in FARMINGTON, CT. The firm manages approximately $191,405,726 in regulatory assets under management. They offer financial planning, portfolio management for individuals and selection of other advisers services. Wmgna primarily serves individuals, with a client base of 94 high-net-worth individuals and 205 individuals other than high-net-worth.

Wmgna

10 TALCOTT NOTCH ROAD

FARMINGTON, CT 06032

$191.41M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WMGNA has a total of 1 branch locations across the country.
location

Farmington, CT

Advisors at Wmgna

View All 3 Advisors
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Daniel J Friedman

RA

Farmington, CT

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Christopher James Powers

RA

FARMINGTON, CT

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Brian Perry Beck

RA

Farmington, CT

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Disclosures

There are no public disclosures for Wmgna.

Frequently Asked Questions (7)

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